The Osaic network firms announce key expansions in the West and Midwestern US, with CWA's $849 million acquisition giving it additional footholds in Utah and Arizona.
EP Wealth has also acquired a socially conscious financial services firm in New Mexico, while Carson Group fully acquires another longtime partner in Atlanta.
Emotional land mines, old family dynamics, and unclear roles can deter and derail aging‑parent planning even for wealthy households.
New Fed and bank data show top earners driving most spending and wealth gains while the bottom 80% see little real progress.
Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.
The wealth tech giant's latest C-suite appointee brings experience from Morningstar Wealth and State Street as he oversees sales execution, revenue generation, and advisor engagement across the enterprise.
The Joe Duran-backed New Jersey RIA’s latest partnership with a two-decade veteran broker in Minneapolis extends its growth strategy in the Midwest.
Latest round of lower expense ratios spans 84 mutual fund and ETF share classes and touches roughly one-quarter of Vanguard’s lineup.
Meanwhile, Contio kicks off its crusade against broken meetings with a world-leading decision platform, while Apex unveils an agentic development kit to set firms up for AI success.
New modeling from the retirement-focused think tank finds even broad chronic-care expansions in HSA-eligible plans nudge premiums only slightly.
